See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,409 | $162,781-61.7% | $133,956-53.4% | $158,922-60.7% |
| Participation rate | 86.7% | 83.2%+3.4pp | 79.8%+6.8pp | 82.0%+4.7pp |
| Annual return | 9.37% | 41.94%-32.6pp | 45.09%-35.7pp | 302.83%-293.5pp |
| Employer contribution / active EE | $476 | $4,975-90.4% | $3,919-87.9% | $4,761-90.0% |
| Participant deferral / active EE | $2,730 | $5,911-53.8% | $5,048-45.9% | $5,982-54.4% |
| Admin fee / account holder | $328 | $11,736-97.2% | $8,927-96.3% | $11,246-97.1% |